We continue to see major demographic shifts affecting the financial services sector in the United States. Pressure on government and entitlement programs continues to mount, placing the vast majority of Americans at reduced retirement incomes. Compound this with the effects of the 2020 global pandemic and it shifts a greater burden to the financial community to find more income with less assets than ever before. 

For these reasons, our industry needs to change the way we behave, act and think about retirement income planning for Americans of all ages. Planners making a successful shift will grow their business faster, attract more clients, and remain relevant in the greatest shift from the workforce to retirement that we have ever seen in the United States. 

What you’ll learn from this presentation:

• Why the United States is trending toward an income focus versus an asset focus
• How to shift the risk of Social Security reductions and why clients are making a critical mistake
• How you might be risking your practice by not talking about income with your clients
• A revolutionary way to drive value for your clients and your practice
• Ways to provide a better outcome to your retirement clients while growing your assets